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Asset ManagerRIA · CRD 319216State-Registered Investment Adviser

Updated:

MARCANTEL WEALTH MANAGEMENT

Marcentel Wealth Management is a state-registered investment adviser with approximately $17 million in regulatory assets under management. The firm has 2...

Overview

Marcentel Wealth Management is a state-registered investment adviser with approximately $17 million in regulatory assets under management. The firm has 2 employees and 2 investment advisers. It operates with a small team.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

Principals

Marcantel

Frequently asked questions

Does the firm engage in direct venture capital or private equity investing?

There is no public indication that Marcantel Wealth Management participates in direct venture capital, private equity, or alternative asset co-investments. The firm's advisory model aligns with traditional public-market portfolio management, and no private-market allocations or fund commitments are disclosed.

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